GEODE CAPITAL MANAGEMENT, LLC
Position in PFG — Principal Financial Group Inc
CIK 1214717
BOSTON, MA
Position in PFG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$612,370,608
+$102,287,905 QoQ
Shares Held
5,681,672
+0.4% QoQ
Ownership
2.63%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#9
of 948 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PFG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026GEODE CAPITAL MANAGEMENT, LLC holds $18,187,535,343 across 73 Asset Management names. PFG ranks #12 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
3,284,684 | $3,158,420,746 | |
| 2 | BX |
Blackstone Inc.
|
18,366,521 | $2,161,188,525 | |
| 3 | KKR |
KKR & Co. Inc.
|
15,611,391 | $1,432,813,465 | |
| 4 | AMP |
Ameriprise Financial Inc
|
2,756,276 | $1,264,469,177 | |
| 5 | STT |
State Street Corp
|
7,416,903 | $1,257,906,748 | |
| 6 | APO |
Apollo Global Management, Inc.
|
10,396,296 | $1,229,985,779 | |
| 7 | BN |
BROOKFIELD Corp /ON/
|
22,299,618 | $949,740,729 | |
| 8 | NTRS |
Northern Trust Corp
|
5,155,381 | $896,211,432 |
All Filings in PFG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $612,370,608 | 5,681,672 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $510,082,703 | 5,660,667 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $491,835,054 | 5,575,729 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $465,742,199 | 5,617,443 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $435,807,151 | 5,486,682 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $462,418,638 | 5,480,842 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $423,168,498 | 5,466,587 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $465,077,804 | 5,414,177 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $425,940,665 | 5,429,454 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $466,364,605 | 5,403,367 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $407,733,157 | 5,182,829 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $372,108,220 | 5,163,150 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $424,965,192 | 5,603,444 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $409,937,154 | 5,515,839 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $469,509,741 | 5,594,730 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $403,829,971 | 5,597,089 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $330,009,056 | 4,940,995 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $375,840,260 | 5,119,742 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $361,108,971 | 4,992,520 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $317,822,436 | 4,935,131 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $307,128,676 | 4,860,400 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $285,172,817 | 4,756,051 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $228,704,729 | 4,610,053 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $182,387,340 | 4,529,112 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $188,354,114 | 4,534,283 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $144,206,903 | 4,601,369 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||